---
name: "Sales Analytics"
description: "User wants to analyze sales data from a CSV export or CRM dump.
Triggers: \"analyze my pipeline\", \"rep performance\", \"conversion rates\",
\"deal velocity\", \"campaign attribution\", \"sales metrics\", \"CRM data\"
"
---
Turn your CRM exports into actionable insights. Upload a CSV of pipeline data, rep activity,
or campaign results and get instant analysis—conversion rates by stage, top performers by
close rate, deal velocity trends, and campaign ROI attribution.
Works with any CSV structure. The skill detects relevant columns (stages, dates, amounts,
reps, campaigns) and runs the appropriate analysis. Get clear summaries, ranked lists,
and trend visualizations that answer the questions sales leaders actually ask.
Perfect for weekly pipeline reviews, QBRs, and performance coaching conversations.
**Limitations:** Requires CSV export from existing CRM (Salesforce, HubSpot, Pipedrive) or sales tools. Cannot connect directly—user must manually export and upload.
## Skills
This skill depends on the following skills. Use these if needed.
**Data Utilities**
When: CSV parsing and interpretation
Follow the instructions in: `skills/sauna/sales.data.analyzer/references/skills/stdlib.data.utilities/SKILL.md`
## Tasks
These are tasks you can execute. Read the task file to get your instructions:
**Analyze Pipeline Conversion**
When: User wants pipeline conversion rates or stage analysis
Follow the instructions in: `skills/sauna/sales.data.analyzer/references/recipes/sales.pipeline.analyze.md`
**Rank Rep Performance**
When: User wants rep performance rankings or comparisons
Follow the instructions in: `skills/sauna/sales.data.analyzer/references/recipes/sales.performance.rank.md`
**Analyze Deal Velocity**
When: User wants deal velocity or time-to-close analysis
Follow the instructions in: `skills/sauna/sales.data.analyzer/references/recipes/sales.velocity.analyze.md`
**Analyze Campaign Attribution**
When: User wants campaign attribution or source analysis
Follow the instructions in: `skills/sauna/sales.data.analyzer/references/recipes/sales.attribution.analyze.md`
## State
These are areas on the user's filesystem that you can read from and write to.
**Work Overview**
When: Check for company context when interpreting results
Use this file: `documents/work/overview.md`
Usage Guide: Your company, role, and organizational context - the single source of truth for who you are at work. Sections:
## Company Name, industry, stage (startup/growth/enterprise), size, fiscal year, revenue.
## Role Your title, department, responsibilities, tenure.
## Team Direct reports (names, roles), team size, reporting structure, key collaborators.
## Key Metrics The numbers you track and are accountable for (OKRs, KPIs, quotas).
## Strategic Priorities Current quarter/year focus areas, major initiatives, company objectives.
## Tools HR systems, analytics platforms, CRM, communication tools you use.
## Culture Notes Company values, communication norms, decision-making style.
## ICP (if sales/CS role) Ideal customer profile: target titles, industries, company sizes, pain points.
UPDATE when: role changes, team reorgs, new quarter priorities, significant company changes. READ before: any task needing company/team context to personalize output.
## Knowledge
This is knowledge you have access to. Read these files if you need additional context:
**Data Analytics Guidelines**
When: Core data analysis principles for all outputs
Read the documentation in: `skills/sauna/sales.data.analyzer/references/shared.analytics.guidelines.md`
